James Lindley
Director
James Lindley is the founder of Castell Wealth Management. He has a personal mission to teach individuals and companies the art of managing their finances in a thoughtful, sustainable, and tax-efficient way...
Tom Wood
Senior Adviser
As a Senior Adviser of Castell Wealth Management, Tom specialises in providing high-quality personal advice. His predominant focus is advising a trusted client base on lifelong wealth management strategies helping them achieve their...
Francesca Bartlett
Business Support Manager
Francesca joined Castell Wealth management as a Business Support Manager in 2021. Prior to this, she had considerable experience in managing the back office and HR duties across different sectors. Francesca joined...
Garth Donnan
Financial Adviser
Garth is a South African born wealth manager based in London, focused on providing sustainable goal-based financial management to his clients. His top priority is working with individuals alongside their family and business...
Aryan Chopra
Financial Adviser
Originally from Canada, Aryan has built a career around solving problems and finding creative solutions for his clients who are looking to save on taxes, make their money work smarter and achieve...
Stacey Presly
Financial Adviser
Stacey prides herself in bringing a fresh approach to financial planning for clients and their families, being open and efficient to make clients’ lives that little bit easier. She has a passion...
Peter Clark
Financial Adviser
Peter joined Castell Wealth Management in Spring 2022 following a career change from retail and wholesale banking, after deciding his future lies in financial advice. Peter previously worked at both the Co-operative...
James Parfitt
Financial Adviser
James is a Financial Adviser at Castell Wealth Management who recognises that everyone has the right to personal feelings about their money and takes the time to understand his clients before providing...
Laria Collister
Financial Adviser
Laria joins Castell Wealth Management as part of the St. James’s Place Adviser Academy 2021 intake. She is passionate about helping her clients to achieve their long-term objectives through growing and protecting...
Tom Donlea
Financial Adviser
Tom is a reliable and dedicated Financial Adviser with Castell Wealth Management. Prior to becoming a Financial Adviser, Tom built a wealth of knowledge by consulting with a number of the world’s...
Claudia Barchi
Marketing Manager
Claudia has over eleven years of experience within the digital marketing space. Her love for literature drove her to work with words and communication and has since enabled her to work in...
Skye MacDonald
Replacement Business & Paraplanner
As a paraplanner and business administrator within Castell Wealth Management, Skye is responsible for preparing reports, and administrative tasks as well as acting as the lead team member in preparing client cash-flow...
Joe Akik
Head of New business
Joe is bilingual in both Arabic and Spanish, as well as being an ex-competition swimmer who previously trained and competed with the Tunisian National Swimming Team. He joined Castell Wealth Management following...
Ella Killen
Client Relations Manager
As Client Relationship Manager, Ella focuses on building and maintaining the great client relationships that Castell is renowned for. Ella is predominantly responsible for managing the servicing of James Lindley’s clients, and...
Danielle Fox
Paraplanner
Prior to joining Castell Wealth Management, Danielle spent two years with the national insurance company Towergate where she achieved her underwriting level 2 qualification as well as supporting and advising customers on...
Tom Barsby
Practice Manager to Tom Wood
Tom joined the Castell Wealth Management Team as a Practice Manager for Tom Wood in August 2021. Before joining Castell, Tom started his career at St. James’s Place as an apprentice in...